About Attivo:
Attivo are Lifestyle Financial Planners.
We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.
Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients' lifestyle needs.
Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.
About the role:
The Senior Automation Engineer will be responsible for maintaining and supporting core business applications while driving automation and integration initiatives to improve operational efficiency.
This role requires a blend of strong support skills and hands-on technical ability to design and deliver lightweight automation, scripting, and system integrations, including data pipelines such as ETL. The successful candidate will ensure business systems are reliable, secure, and user-friendly while identifying opportunities to streamline processes across the organisation.
Key responsibilities include:
Application Support & Operations
- Resolve day-to-day application incidents and service requests within agreed SLAs.
- Configure, maintain, and continuously optimize business systems in line with operational requirements.
- Monitor and ensure accuracy, integrity, and reliability of data flows between systems.
Automation & Development
- Develop and maintain Python scripts, Power Platform solutions, and other automation solutions to improve efficiency and reduce manual effort.
- Implement and manage cloud-based data solutions using Azure services (e.g., Azure functions, Data Factory, Databricks, Synapse Analytics).
- Design and deploy small-scale system integrations via APIs and other methods to support business operations.
Design
- Design and optimize data models, schemas, and ETL/ELT transformations for data warehouse environments (including Snowflake).
- Collaborate with internal teams and stakeholders to identify opportunities for automation and process improvement.
Collaboration & Knowledge Sharing
- Produce and maintain clear technical and process documentation.
- Mentor and guide colleagues to ensure consistency, quality, and adherence to best practices.
Key outputs
- Provide reliable and efficient support for business applications and systems, including configuration, security administration (RBAC), and performance management.
- Monitor and prioritize tickets, ensuring timely resolution and adherence to SLAs.
- Collaborate with suppliers to identify interoperability risks, document upgrade benefits, and implement improvements as appropriate.
- Deliver automation and integration solutions that generate measurable efficiency gains within a Microsoft environment (Azure Cloud and Power Platform).
- Streamline workflows and improve system usability for end users.
- Ensure accurate, secure, and accessible data for use across the organization.
- Maintain well-documented processes, scripts, and integrations to support continuity and knowledge sharing.
Essential Skills
- Proven experience supporting and maintaining business applications in a service environment.
- Demonstrable proficiency in developing automation and scripting solutions using Python.
- Solid understanding of relational databases (e.g., SQL Server, PostgreSQL) with the ability to write and optimize queries.
- Demonstrable hands-on experience with APIs and system integrations.
- Strong analytical and problem-solving skills with a focus on accuracy, efficiency, and continuous improvement.
- Proven ability to manage incidents and service requests effectively while balancing project-based enhancements.
- Excellent communication and interpersonal skills, with the ability to work effectively with both technical and non-technical stakeholders.
- Highly organised, detail-oriented, and capable of working independently with minimal supervision
Desirable Skills
- Demonstrable experience working with cloud platforms and services (e.g., Azure, AWS, serverless computing, Azure data factories).
- Strong understanding of ITIL best practices, with experience applying service management principles to incident, problem, and change management processes.
- Demonstrable experience with data solutions, including PySpark for data processing, data warehouses/lakes (e.g., Snowflake, Delta Lake), and reporting tools such as Power BI or Tableau.
- Proven experience with developing low-code / no-code automation particularly using Microsoft Power Automate.
- Hands-on experience designing, implementing, and maintaining CI/CD pipelines using Azure DevOps to automate builds, testing, and deployments.
- Awareness of data governance and compliance principles.
- Experience working in financial services or other regulated environments.
- Working knowledge of Intelliflo Office.
Attivo also offers:
· Non-contributory Pension Scheme (8%)
· Private Medical Insurance
· Cashplan
· Income Protection
· Critical Illness
· Death in Service
· Parking allowance
· Generous holiday allowance, rising with length of service
· Work from home and flexible working available
· Excellent culture, promoting employee wellbeing and engagement.
Recruitment Policy
Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.
Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.
Attivo do not use recruitment agencies, and we respectfully ask that agencies do not contact us regarding posts advertised on this site.
Privacy Policy
Please visit our website to view our full privacy policy for prospective employees.
Top Skills
What We Do
We’re Attivo, Chartered, independent Lifestyle Financial Planners. We’re here to simplify financial planning and help you protect and grow what matters most to you.
We offer Chartered financial planning and advice to both corporate and private clients, with our highly qualified team completely focused on helping you achieve your life goals.
Attivo is a privately-owned, independent company. We prefer it that way. It means we're free to do the right thing for our clients and our people. It means our advice is completely unbiased and your financial planner will only recommend what's best for you.
We’re also one of only 800 UK firms to have been awarded Chartered status by our professional body, the Chartered Insurance Institute (CII), which means you can be confident that you’re getting the highest quality advice, support and service.









